Objective:
- Need to update the date a payment was received
- Change transaction date
- Edit date of the transaction in the operating account
- Update payment received date
- Edit Bill payment
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- View the Bill
- Click on the Client of the Bill
- Select the Transactions sub tab
- Select your Operating Account
- Locate the Transactions with the incorrect date
- Click Edit
- Change date
- Save